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Placemark Investments, Inc.: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Placemark Investments, Inc. on UBSI, newest first. How the timeline and the estimate are built.

Placemark Investments, Inc. held 9,679 UBSI shares at 2014-12-31 per its 13F-HR filed 2015-02-17.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 9,679 shares
    Change vs previous 13F -9,425 shares

    0.01% of the 13F portfolio, value $363,000.

    13F-HR 0001315726-15-000001 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2014-09-30
    13F 19,104 shares
    Change vs previous 13F +2,785 shares

    0.01% of the 13F portfolio, value $590,000.

    13F-HR 0001315726-14-000007 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2014-06-30
    13F 16,319 shares
    Change vs previous 13F +2,271 shares

    0.01% of the 13F portfolio, value $528,000.

    13F-HR 0001315726-14-000005 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2014-03-31
    13F 14,048 shares
    Change vs previous 13F +5,932 shares

    0.01% of the 13F portfolio, value $430,000.

    13F-HR 0001315726-14-000004 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2013-12-31
    13F 8,116 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $256,000.

    13F-HR 0001315726-14-000003 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2013-09-30
    13F 7,681 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,000.

    13F-HR 0001315726-13-000008 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).